​Alternative Investment Strategies is a 2½-day specialty program that provides practical education to help you understand the complexities of alternative investments. Focused on the topics of hedge funds and real estate investing for benefit funds, this advanced-level program​ will provide you with the tools to make effective investment decisions. The course schedule covers lecture/discussion sessions, problem-solving exercises and group breakout sessions.

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Outline

Introduction and Overview of Hedge Funds and Other Alternative Investments

Institutional Interest in Hedge Funds

Hedge Fund Styles and Flows

Hedge Fund Investing I

Hedge Fund Investing II

​Topics in Hedge Fund Alternatives

Other Alternative Investment Trends and the Future

Equity Investments in Real Estate

Debt Investments in Real Estate

IFEBPEdProg-Testimonial

​This program provides very comprehensive, relevant, and valuable knowledge to be gained. Wharton classes are always impressive. Classroom settings make me more attentive, and instructors try to reach out to everyone.

Objective

This program is for those who have a solid grasp of investment fundamentals and seek to learn more about how their fund could assess the use of alternative investments. Alternative Investment Strategies is designed to build upon participants’ existing knowledge base and experience.

While there are no formal prerequisites for this program, those without prior knowledge of fundamental investment theory will most likely find this program too advanced and are encouraged to register for the Portfolio Concepts and Management program.

Who Should Attend

Fiduciaries from both defined benefit and defined contribution plans who represent various industries, sizes and geographic areas (United States and Canada), including

Multiemployer and public plan trustees

Administrators and staff

Human resources and benefits professionals

Corporate officers and executives

Finance personnel

Investment professionals.

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Instructors

View Wharton faculty members who taught sessions in the International Foundation/Wharton programs in the recent past.

​Additional Information

While there are no formal prerequisites for this course, those without prior knowledge of fundamental investment topics will most likely find the course too difficult and are encouraged to register for the more basic Portfolio Concepts and Management program offered yearly at Wharton's Philadelphia campus.

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.